Watsco Inc
WSO- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0000105016
No open-market purchases or sales by Watsco Inc insiders were filed in the last 90 days; 787 institutions reported holding it in 13F filings for Q2 2026, worth $15.7B in total; superinvestors Markel Group and Giverny Capital hold it.
Other share classesWSO.B
13F holders, Q2 2021
Institutional positions in Watsco Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 475
- +14 vs. Q1 2021
- Shares held
- 30.7M
- −30.9K (−0.1%) vs. Q1 2021
- Total value
- $8.80B
- +$785.1M (+9.8%) vs. Q1 2021
- New holders
- 62
- 157 more added
- Sold out
- 48
- 170 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 1,761 | $505.0K | 0.02% | +266+17.8% | Added |
| Parallel Advisors, LLC | 1,750 | $502.0K | 0.02% | +44+2.6% | Added |
| Voloridge Investment Management, LLC | 1,735 | $497.0K | 0.00% | −2,627−60.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,733 | $497.0K | 0.04% | −38−2.1% | Reduced |
| Donaldson Capital Management, LLC | 1,715 | $492.0K | 0.03% | +12+0.7% | Added |
| Segall Bryant & Hamill, LLC | 1,712 | $490.0K | 0.00% | −2,080−54.9% | Reduced |
| MML Investors Services, LLC | 1,706 | $489.0K | 0.00% | +98+6.1% | Added |
| Raymond James Trust N.A. | 1,674 | $480.0K | 0.02% | −81−4.6% | Reduced |
| Paloma Partners Management Co | 1,659 | $475.0K | 0.01% | +686+70.5% | Added |
| Ethic Inc. | 1,617 | $463.0K | 0.06% | +394+32.2% | Added |
| Susquehanna Fundamental Investments, LLC | 1,600 | $459.0K | 0.01% | −11,400−87.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,600 | $459.0K | 0.03% | +165+11.5% | Added |
| Stephens Inc | 1,591 | $456.0K | 0.01% | −10−0.6% | Reduced |
| Compass Ion Advisors, LLC | 1,577 | $452.0K | 0.18% | −1,182−42.8% | Reduced |
| Ontario Teachers Pension Plan Board | 1,570 | $450.0K | 0.01% | −5,057−76.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,555 | $446.0K | 0.07% | +152+10.8% | Added |
| Advisor Partners LLC | 1,547 | $443.0K | 0.03% | +4+0.3% | Added |
| Covenant Multifamily Offices, LLC | 1,532 | $439.0K | 0.08% | +3+0.2% | Added |
| Magnetar Financial LLC | 1,533 | $439.0K | 0.00% | +1,533 | New |
| Two Sigma Advisers, LP | 1,500 | $430.0K | 0.00% | +1,500 | New |
| Steward Partners Investment Advisory, LLC | 1,486 | $426.0K | 0.01% | −541−26.7% | Reduced |
| World Asset Management Inc | 1,455 | $417.0K | 0.04% | −69−4.5% | Reduced |
| CIBC Asset Management Inc | 1,446 | $414.0K | 0.00% | +8+0.6% | Added |
| BCJ Capital Management, LLC | 1,437 | $412.0K | 0.04% | −30−2.0% | Reduced |
| Verition Fund Management LLC | 1,437 | $412.0K | 0.01% | +1,437 | New |
| Moneta Group Investment Advisors LLC | 1,402 | $402.0K | 0.02% | +1,402 | New |
| J. W. Coons Advisors, LLC | 1,385 | $396.0K | 0.14% | +162+13.2% | Added |
| JustInvest LLC | 1,359 | $390.0K | 0.04% | +1,359 | New |
| National Asset Management, Inc. | 1,327 | $381.0K | 0.01% | +428+47.6% | Added |
| Bellevue Group AG | 1,300 | $373.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,290 | $370.0K | 0.02% | −1,130−46.7% | Reduced |
| Symmetry Partners, LLC | 1,273 | $365.0K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,273 | $365.0K | 0.03% | +1,273 | New |
| Occudo Quantitative Strategies LP | 1,271 | $364.0K | 0.06% | −179−12.3% | Reduced |
| First Citizens Bank & Trust Co | 1,255 | $360.0K | 0.02% | −72−5.4% | Reduced |
| Voya Financial Advisors, Inc. | 1,243 | $354.0K | 0.05% | −1,977−61.4% | Reduced |
| Royal London Asset Management Ltd | 1,231 | $353.0K | 0.00% | +1,231 | New |
| Mid Atlantic Financial Management Inc | 1,215 | $348.0K | 0.02% | −17−1.4% | Reduced |
| Vident Investment Advisory, LLC | 1,163 | $333.0K | 0.01% | +85+7.9% | Added |
| Ci Investments Inc. | 1,142 | $327.0K | 0.00% | +444+63.6% | Added |
| Fulcrum Equity Management | 1,114 | $319.0K | 0.12% | +86+8.4% | Added |
| Empowered Funds, LLC | 1,088 | $312.0K | 0.04% | +1,088 | New |
| Cigna Investments Inc | 1,073 | $307.0K | 0.02% | −200−15.7% | Reduced |
| Avestar Capital, LLC | 1,028 | $295.0K | 0.06% | +1,028 | New |
| First Bank & Trust | 1,012 | $290.0K | 0.14% | −20−1.9% | Reduced |
| Fifth Third Bancorp | 998 | $286.0K | 0.00% | +35+3.6% | Added |
| Slow Capital, Inc. | 979 | $281.0K | 0.05% | −1−0.1% | Reduced |
| Kestra Advisory Services, LLC | 976 | $280.0K | 0.00% | +79+8.8% | Added |
| Park National Corp | 965 | $277.0K | 0.01% | −824−46.1% | Reduced |
| CIBC World Markets Inc. | 967 | $277.0K | 0.00% | +81+9.1% | Added |
| Crescent Grove Advisors, LLC | 948 | $272.0K | 0.03% | +948 | New |
| Hilltop Holdings Inc. | 932 | $268.0K | 0.03% | +75+8.8% | Added |
| IBM Retirement Fund | 912 | $261.0K | 0.02% | −213−18.9% | Reduced |
| M&T Bank Corp | 902 | $259.0K | 0.00% | −347−27.8% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 900 | $258.0K | 0.13% | −3−0.3% | Reduced |
| Ellevest, Inc. | 900 | $258.0K | 0.03% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 887 | $254.0K | 0.10% | +887 | New |
| Longfellow Investment Management Co LLC | 864 | $248.0K | 0.04% | −461−34.8% | Reduced |
| Dark Forest Capital Management LP | 851 | $244.0K | 0.11% | +851 | New |
| 6 Meridian | 831 | $238.0K | 0.02% | −31−3.6% | Reduced |
| Mayflower Financial Advisors, LLC | 828 | $237.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 822 | $236.0K | 0.00% | +822 | New |
| Commerce Bank | 800 | $229.0K | 0.00% | +30+3.9% | Added |
| Flagship Harbor Advisors, LLC | 796 | $228.0K | 0.02% | +796 | New |
| Mirae Asset Global Investments Co., Ltd. | 785 | $225.0K | 0.00% | +785 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $224.0K | 0.03% | +780 | New |
| Wealthfront Advisers LLC | 741 | $212.0K | 0.00% | +741 | New |
| Parsons Capital Management Inc | 732 | $210.0K | 0.02% | +732 | New |
| Taylor Hoffman Wealth Management | 729 | $209.0K | 0.09% | +729 | New |
| Simplex Trading, LLC | 707 | $202.0K | 0.01% | +537+315.9% | Added |
| Canada Pension Plan Investment Board | 682 | $195.0K | 0.00% | −1,947−74.1% | Reduced |
| Heritage Wealth Advisors | 643 | $184.3K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 624 | $178.0K | 0.02% | −24−3.7% | Reduced |
| Agf Investments Inc. | 582 | $167.0K | 0.00% | −162−21.8% | Reduced |
| Signaturefd, LLC | 557 | $160.0K | 0.01% | +181+48.1% | Added |
| PNC Managed Account Solutions, Inc. | 557 | $160.0K | 0.03% | +557 | New |
| Rockefeller Capital Management L.P. | 538 | $154.0K | 0.00% | +243+82.4% | Added |
| Belpointe Asset Management LLC | 514 | $147.0K | 0.01% | +514 | New |
| First Horizon Corp | 511 | $146.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $143.0K | 0.05% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 483 | $138.0K | 0.01% | −4,346−90.0% | Reduced |
| Panagora Asset Management Inc | 481 | $138.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 454 | $130.0K | 0.00% | +258+131.6% | Added |
| FORA Capital, LLC | 418 | $120.0K | 0.02% | +115+38.0% | Added |
| Harbour Investments, Inc. | 416 | $119.0K | 0.00% | +46+12.4% | Added |
| American Research & Management Co. | 400 | $115.0K | 0.03% | +400 | New |
| KBC Group NV | 381 | $109.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 369 | $106.0K | 0.04% | +56+17.9% | Added |
| Meeder Asset Management Inc | 369 | $106.0K | 0.00% | +111+43.0% | Added |
| Advisory Services Network, LLC | 355 | $102.0K | 0.00% | +355 | New |
| Parkside Financial Bank & Trust | 325 | $93.0K | 0.03% | +5+1.6% | Added |
| Central Trust Co | 300 | $86.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 300 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 298 | $85.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 273 | $78.0K | 0.01% | −1,332−83.0% | Reduced |
| Endurance Wealth Management, Inc. | 269 | $77.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 270 | $77.0K | 0.00% | +35+14.9% | Added |
| Cedar Wealth Management, LLC | 230 | $66.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 218 | $62.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 204 | $58.0K | 0.01% | 00.0% | Unchanged |